Tag: Endowment Tax

Regulation October 2, 2020

IRS, Treasury Soften Blow of Endowment Tax

NACUBO welcomes rule changes but still opposes tax, which it says diminishes resources for students.

Regulation August 28, 2020

Universities have called for the removal of the 1.4% excise tax, which they say hurts financial aid.

Regulation February 19, 2020

The university said it is actively working to repeal or limit the 1.4% tax on returns.

Regulation September 24, 2019

University addresses Epstein protests, launches internal review of donor relationships.

Regulation July 15, 2019

Higher education foundations finally get guidance on 2017 excise tax.

Regulation July 2, 2018

Clarification of 1.4% excise tax could reduce amount paid by universities.

Regulation February 13, 2018

Dean says university will refrain from making long-term commitments due to 1.4% excise tax.

Industry White Papers

China Fixed Income: a fast-growing and strategic asset class With global government bond yields low or negative, investors are increasingly searching for alternative diversifiers to equities. An active approach to China fixed income can serve as a powerful diversifier in global fixed income portfolios.

Global Currency Market Commentary Monthly review of currency markets reviews evidence of the asynchronous nature of pandemic recovery.

China is Embarking on A New Stage of Growth China is entering its fifth decade of growth, and the conventional view among global investors may falsely point to growth avenues being exhausted.

EMD: Reframing the External vs. Local Debt Debate for 2021 The historical outperformance of external debt has led emerging markets debt (EMD) investors to overweight external debt compared with local debt.